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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,018 | $95,580-25.7% | $76,872-7.6% | $139,466-49.1% |
| Participation rate | 57.1% | 74.0%-16.8pp | 69.6%-12.4pp | 80.3%-23.2pp |
| Annual return | 5.30% | 55.00%-49.7pp | 37.90%-32.6pp | 373.66%-368.4pp |
| Employer contribution / active EE | $2,229 | $3,145-29.1% | $2,533-12.0% | $4,754-53.1% |
| Participant deferral / active EE | $4,927 | $4,623+6.6% | $3,832+28.6% | $6,712-26.6% |
| Admin fee / account holder | $10,750 | $8,302+29.5% | $5,476+96.3% | $11,409-5.8% |